Warmly Playbooks

Proven strategies and plays for your revenue team to create & close pipeline using Warmly.

Latest Playbooks

High-Converting Chat Flow
Basic
Sales
Chat

Build an inbound chat workflow that engages visitors and auto-books meetings.

See Playbook
Engage LinkedIn Visitors
Basic
Sales
LinkedIn

Capture website traffic from LinkedIn with personalized chat flows.

See Playbook
Reactivate Closed Lost Deals
Basic
Sales
Chat

Use inbound chat to reengage CL deals and book new meetings.

See Playbook
Automate Signal-Based Outreach
Advanced
Sales
Email

Automatically prospect visitors who show high-intent signals.

See Playbook

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High-Converting Chat Flow
Basic
Sales
Chat

Build an inbound chat workflow that engages visitors and auto-books meetings.

See Playbook
Engage LinkedIn Visitors
Basic
Sales
LinkedIn

Capture website traffic from LinkedIn with personalized chat flows.

See Playbook
Reactivate Closed Lost Deals
Basic
Sales
Chat

Use inbound chat to reengage CL deals and book new meetings.

See Playbook
Automate Signal-Based Outreach
Advanced
Sales
Email

Automatically prospect visitors who show high-intent signals.

See Playbook
Integrate CRM Fields
Advanced
Marketing
Email

Create customized experiences for every identified visitor on your site using custom segments based on CRM data.

See Playbook